+17.2%
APA vs ODFL
-12.7%
+29.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.7% | +5.7% | +3.6% |
| 7D | +0.3% | -3.0% | +3.3% | +1.1% |
| 30D | +9.3% | -14.3% | +23.6% | +13.5% |
| 3M | +23.3% | -26.7% | +50.1% | +33.2% |
| 6M | +39.5% | -7.5% | +47.0% | +38.9% |
| YTD | +87.6% | +16.5% | +71.1% | +70.5% |
| 1Y | +114.2% | +23.5% | +90.7% | +89.5% |
| All | +17.2% | -12.7% | +29.9% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ODFL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling